Morris Brill III is a financial advisor at Waverly Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Waverly Advisors since 2022, following eight years at Warren Averett Asset Management. Outside of his advisory role, Brill is the managing member and sole owner of Feral Solutions, LLC, a company assisting biologists with administrative and contract management services related to wildlife and invasive plant species. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and financial planning services.

Gregory Mitro is a financial advisor at Founders Financial Alliance, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2015 to 2021. Outside of his advisory role, he serves on the boards of The Florida Aquarium, Tampa Connection, and the American Dental Association, including chairing the Making Waves Society at The Florida Aquarium. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and regular portfolio monitoring, and offers a family-office style program combining management, planning, and tax analysis under a flat fee.

Adam Hess is a financial advisor at Cyndeo Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at PURSHE KAPLAN STERLING Investments, UBS Financial Services, and Capital Wealth Planning. In addition to his advisory work, he is an independent licensed insurance agent specializing in life insurance, health, and annuities. Cyndeo Wealth Partners serves individuals, families, corporations, and business owners with portfolio management, financial planning, family office services, and consulting. The firm customizes investment strategies using proprietary models and third-party managers, managing approximately $2.58 billion and providing integrated insurance and retirement rollover solutions.

Sally Wolfe is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Independent Financial Partners. IHT Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management and financial planning through a network of investment adviser representatives.

Sonia Patel is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with around 240 advisors and emphasizes a primarily long-term, portfolio-driven investment approach.

Susan Pilon is a CFP® with 23 years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC since 2022. Her prior roles include positions at Mercer Global Advisors Inc. and Raymond James & Associates Inc. She is involved in community activities, including serving as President of Wake Tampa/St. Petersburg and as a committee member for the Girl Scouts of West Central Florida, as well as a board member of the Krewe of Princess Ulele. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering customized wealth management solutions. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by distinctive structural affiliations, including an in-house trust company and a limited-purpose broker-dealer.

Anthony Smith is a financial advisor with Calton & Associates, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Calton & Associates since 2015 and is also owner of Windward Wealth Management, LLC, providing financial services, and a partner at Windward Insurance & Tax Services, LLC, offering insurance and tax preparation services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment programs and analytic approaches, combining advisory and commission-based product offerings through its dual registration as both a registered investment adviser and broker-dealer.

Brent Weiss is a financial advisor with Facet in St. Petersburg, FL, holding CFP®, ChFC®, and Series 66 credentials and over 20 years of industry experience. He has worked at Facet Wealth since 2017, following roles at Fabric Wealth, Clear Path Advisory, and Kestra Financial Services. Facet serves individual members across various wealth levels through tiered, subscription-based financial planning and discretionary investment management. The firm employs a holistic planning approach with an emphasis on ETF-based asset allocation and offers services such as direct indexing, tax-optimized model implementation, and short-term income strategies.

John Walters is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at H D Vest for 12 years and has operated Lewalt Consulting Groupe, providing tax preparation and accounting services, for over two decades. Financial Gravity Family Office Services, LLC offers comprehensive financial planning and investment management to individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors while maintaining client oversight.

Roddrick Newhouse is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including LPL Financial, Wells Fargo Advisors, and Wealth Partners Alliance. Outside of advising, he serves as a family board member of the 44 Strong Foundation, a 501(c)(3) organization, and acts as a bankruptcy trustee. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm operates at enterprise scale with over 160 advisors managing approximately $9.9 billion in client assets and employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Jiles Kirkland is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Raymond James and Wells Fargo Advisors. Kirkland is also involved with Northshore Investment Group as an owner and independent contractor. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach, constructing customized portfolios using a variety of asset classes and serving over 10,000 clients with approximately $9.9 billion in assets under management.

Warren Bowman is a financial advisor at Concurrent Investment Advisors, LLC with 41 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He is also the owner of Proactive Financial Planning, a support company related to his advisory activities. Concurrent Investment Advisors provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, mutual funds, and other securities, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Colette Parrilli Robinson is a financial advisor at Waverly Advisors, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Agia and VALIC Financial Advisors. Outside of her advisory role, she is appointed as an agent to sell non-securities insurance products for AGIA. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management.

Lauren Housel is a financial advisor with IHT Wealth Management LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2019 before joining IHT Wealth Management and LPL Financial in 2019. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools across diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Lynn Smeraldo is a financial advisor at IP Financial Advisory Services LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Securities America, Investacorp, Cetera Advisors, and Investors Capital Corp. Outside of her advisory role, she serves as Membership Chairman on the Board of Directors for the Dunedin Council of Organizations and is a member of the Rotary Club of Dunedin. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on customized portfolios and refers clients to unaffiliated third-party investment advisors while providing a range of services that include actuarial analysis and insurance consulting.

Justin Pullaro is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with Core Planning and Moving Worth Forward, having previously worked at firms including Provenance Wealth Advisors, Horace Mann Companies, Columbia Advisory Partners, and operated Pullaro Financial Services for over two decades. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Ana Harwood is a financial advisor at Trustmont Advisory Group, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Management Solutions, LLC and Regenere. Outside of her advisory role, she is an investment advisor representative for AMH Advisory, LLC. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, investment advice, and portfolio management with a long-term investment approach. The firm manages approximately $1.1 billion in discretionary assets and provides periodic account reviews and written financial plans.

John Feast is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 credentials with 28 years of industry experience. His prior work includes 13 years at Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Tiahna Lilavois is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Socius Family Office, Truist Bank N.A., and Wells Fargo Bank N.A. Concurrent Investment Advisors is an enterprise-scale firm with approximately 161 advisors serving over 10,000 clients and managing around $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans, employing a long-term, customized investment approach.

George Hoos is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and having 32 years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James, and GLUH Investment of Sarasota LLP. He is also the owner of Cavalier Asset Management LLC. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets using customized, long-term portfolio strategies.